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Wealthspire Advisors (Maryland)’s SITE Centers SITC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SITC Stock Details SITC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-235
Closed -$2K – 1746
2019
Q1 		$2K Sell
235
-50
-18% -$505 ﹤0.01% 2196
2018
Q4 		$2K Sell
285
-48
-14% -$451 ﹤0.01% 2128
2018
Q3 		$3K Sell
333
-97
-23% -$1.06K ﹤0.01% 2066
2018
Q2 		$5K Sell
430
-1,263
-75% -$12.6K ﹤0.01% 1820
2018
Q1 		$16K Sell
1,693
-807
-32% -$8.11K ﹤0.01% 1376
2017
Q4 		$29K Buy
2,500
+501
+25% +$5.34K ﹤0.01% 1213
2017
Q3 		$24K Buy
1,999
+174
+10% +$2.18K ﹤0.01% 1237
2017
Q2 		$21K Buy
1,825
+1,402
+331% +$18.3K ﹤0.01% 1260
2017
Q1 		$7K Sell
423
-42
-9% -$775 ﹤0.01% 1459
2016
Q4 		$9K Sell
465
-1,143
-71% -$22.8K ﹤0.01% 1262
2016
Q3 		$36K Buy
1,608
+1,304
+429% +$31.4K 0.01% 877
2016
Q2 		$7K Hold
304
– – ﹤0.01% 1277
2016
Q1 		$7K Buy
304
+39
+15% +$840 ﹤0.01% 1262
2015
Q4 		$6K Buy
+265
New +$5.69K ﹤0.01% 1316

Other funds holding SITC

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SITC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of SITE Centers (SITC) in Q2 2019, closing a stake of 235 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in SITC in Q4 2015 and held it in 14 quarters. The position peaked at $36K in Q3 2016. 219 funds tracked by Wall St. Rank hold SITC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining SITE Centers position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 235 SITE Centers shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in SITE Centers in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s SITE Centers position peaked at $36K in Q3 2016.
  • 219 funds tracked by Wall St. Rank held SITE Centers as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.